Stephen Moore
Stephen Moore is a CFP, ChFC-designated registered investment advisor at Partners Capital Management, INC., based in Colorado Springs, CO, with 33 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 29 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum annual fee is $5,000. For accounts on the AssetMark platform, firm fees range from 0.60% to 1.00% of assets.
Fee Estimator
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Partners Capital Management, INC.
Previous Registrations
Partners Capital Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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